The aim of this report is to help decide on an adviser platform strategy for businesses
Selecting the wrong platforms for your clients could turn out to be an expensive mistake. Excessive charges, administration errors, clunky software, limited functionality, a limited range of funds and poor service are just some of the things that can go wrong.
The Platforum Guide to Choosing an Adviser Platform is based on the practical reported experiences of hundreds of advisers. Featuring over 50 pages of content, the guide is available to purchase for £199
This invaluable guide:
- Has been written by the acknowledged experts in platforms for advisers like you
- Identifies which platforms offer the lowest charges and also special deals
- Will help you identify the best value propositions for your clients